Member Info for Extasio

Overreaction - bought more

Unclear and seemingly misleading in the trading statement.. the single million cost estimate is not for the main fca investigation? Sounds to good to be true compared to half year results

Personally, very concerned with recent results. Net cash keeps on dropping strongly whilst being acknowledged little by management. No convincing actions in their outlook on how to improve the situation either whilst a lot of talk around ESG which is mostly meaningless to share price. Project cash burn out for 2-3 years and the company will be in financial trouble. Mine seems to be a good asset but management needs to acknowledge problems at hand an try changing course…

Nice analysis Celtics. Key point is that Poly Kazakhstan only is about double or even more attractive in terms of Enterprise Value /Net Income than Barrick & AngloGold. Furhter, the value gap widens signifcantly if some value is attributed to Poly's Russian operations. Thanks again for pulling the numbers together

Topped up again here this morning - current mark down seems to be mostly due to the Russian Ukraine tensions which will improve in the medium-term...

Bought back in here today again. Based on fundamentals strongly undervalued and current discount due to geopolitical tensions offers an attractive entry point.

Bought some of these in 120s and topped up today. Profits, cash flow and competitive position of Currys are strong and the financial position very healthy with 100mm net cash.

Also topped up here this morning again - most importantly the company is reducing net debt quickly and growth prospects remain attractive.

Some ideas are M&G, Bellway, Virgin Money and Just Group.

Bought back in here after today's drop. Shanta has a solid financial position and great growth prospects. Once the operational issues are dealt with, this will rise again

Seems oversold on decent trading update - bought back in here

Bought more of this yesterday. Believe this will only be a temporary blip for a company with great growth prospects.

Always the nicest way to exit a share :-)

Some good ones from the top of my head (all invested myself in those):
Bats, Lgen, aviva, Phoenix group.

Back on board here... bought my first MTR shares in 2016 and always enjoyed trading these from short to long-term. Decent price currently just post RI and with MTR's upside potential and usual share price volatility should very likely see higher prices again sooner or later :-)

H1 results out today- solid production figures, net cash growing, strong price per carat in Q2 and completed Letseng dividend contributions. Looking fine. Upwards and onwards...

Was holding KAZ but sold after takeover offer. Invested in MTR but cannot necessarily recommend them and they only explore & don't produce. JLP does some copper mining too although I find their share price quite high currently. Also looking to invest more into copper miners... any hints welcome.

Well some concerning statems in the CMA repor are:
- Dignity named as the on average most costly funeral provider.
- Future investigation into setting price limits creating further uncertainty and, if price limits were introduced, potentially big impact on Dignity's profitability.
- Some poor examples for poor services identified but in general there does not seem a clear link between funeral cost and higher quality of service. Thus, questionable if higher prices at Dignity are justified.

I always had a lucky hand with this share and I think there's a good chance for share price to decline further in reaction to the CMA report. Only real positive was that no price limits are introduced right now and, if they ever come, they are likely a still a few years away.

And the sh.. show goes on. This company never disappoints :-)

I think this share has become as exciting as it can get. There's a good chance for the business to go bust if the company will be overwhelmed by claims. On the other hand, there is huge upside potential if the ship can be steadied.

Since JB is fire selling his 60% stake into the market at 1% per day (big ego sale IMO and insane value destruction on this part), I expect share price to be crushed like a fly until he is done or a bigger buyer appears starts taking over part of the shares. At that turning point, share price is likely going to be extremely low which will represents an usual upside potential. GL all!